Smart Tax & Investment Moves For 2025

Finish Your Financial Year Strong With Forbes Secure Your Spot The end of the year is a great time to think about ways to lower your tax bill, boost your retirement savings, and set yourself up for success. But with new tax laws, updated rules, and an IRS that’s stretched thin, it can be hard to know what steps to take—and when. Join us October 15th at 12pm ET for a live webinar with audience Q&A discussing key tax tips and tricks. Whether you’re managing your own taxes or guiding clients, this webinar will help you close out 2025 on the right note and get a head start on 2026. Become a Member now to unlock event access. As a member, you’ll also be able to watch recordings from previous member events on topics such as wealth building, taxes and more—plus enjoy unlimited in-depth journalism and more on Forbes.com. Subscribe To Attend We'll Discuss: Key tax changes under the One Big Beautiful Bill Act (OBBBA), including planning opportunities Updated retirement contribution rules—especially important for high earners and business owners Changes to charitable donation deductions that may impact the timing of gifts Small business tax strategies, including what the SALT cap means for owners of pass-through entities in high-tax states Tips for navigating a shrinking IRS Unlock Event Access The world’s leading voice for entrepreneurial success and free enterprise. PREFERENCES To manage your email preferences and interests within your Forbes account, visit the preference center. If you wish to opt out of all promotional emails from Forbes and its affiliates (including event invitations and product updates), you may unsubscribe at any time. MORE LINKS My Forbes Account Newsletters Help Privacy Forbes 499 Washington Blvd Jersey City, NJ 07310

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